How to create a Filing Queue

  1. Head over to Workflows > Queues.
  2. Open the Filing Queues tab:

Here you will see a list of all the filing queues that currently exist.


I can't see the Queues tab!

If you cannot see the queues tab, you do not have the necessary permissions.

  1. Press the + Create A New Queue button. A prompt will appear:
  1. Fill in the required information:

Queue Name

The only non-optional item is the name.


This is optional. Please use a description that your agents will understand.


Here you can choose which team or teams can work on reports in this new queue.

Filing count threshold

Here you can choose how many reports determine the threshold color scheme for the number of filings waiting in the queue.

  1. Click Save.

Your new filing queue has been created.